Purchases and Sales Made in Q4 2024 in Ishares S&P Smallcap 600 Value (IJS)

IJS Quotes by TradingView

This table provides information about the institutional ownership of Ishares S&P Smallcap 600 Value (IJS) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES S&P SMALLCAP 600 VALUE.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 27, 2025 Q4 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
185
+ 48.3%
$19.3K - $21.8K
568 $55.2K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
180
New
$18.8K - $21.2K
180 $17.5K
Feb 03, 2025 Q4 2024
First Horizon Advisors, Inc.

BUY
 -
179
+ 3.67%
$18.7K - $21.1K
5.06K $492K
Feb 07, 2025 Q4 2024
Kendall Capital Management

BUY
 -
179
+ 3.1%
$18.7K - $21.1K
5.95K $578K
Jan 15, 2025 Q4 2024
Hubbell Strickland Wealth Management, LLC

BUY
 -
172
+ 2.94%
$18K - $20.3K
6.02K $585K
Jan 22, 2025 Q4 2024
Warner Financial, Inc

Bethesda, MD
BUY
 -
169
+ 6.7%
$17.7K - $20K
2.69K $262K
Mar 06, 2025 Q4 2024
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
168
New
$17.6K - $19.8K
168 $16.3K
Jan 23, 2025 Q4 2024
Intergy Private Wealth, LLC

BUY
 -
166
+ 1.91%
$17.4K - $19.6K
8.88K $863K
Jan 14, 2025 Q4 2024
Ullmann Wealth Partners Group, LLC

BUY
 -
148
+ 0.9%
$15.5K - $17.5K
16.6K $1.62M
Jan 21, 2025 Q4 2024
Crescent Grove Advisors, LLC

BUY
 -
147
+ 0.32%
$15.4K - $17.4K
45.9K $4.46M
Jan 22, 2025 Q4 2024
Fsc Wealth Advisors, LLC

BUY
 -
143
+ 893.75%
$15K - $16.9K
159 $15.5K
Jan 16, 2025 Q4 2024
Willner & Heller, LLC

BUY
 -
135
+ 4.21%
$14.1K - $15.9K
3.34K $324K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
132
+ 1015.38%
$13.8K - $15.6K
145 $14.1K
Jan 14, 2025 Q4 2024
Richard P Slaughter Associates Inc

BUY
 -
132
+ 5.04%
$13.8K - $15.6K
2.75K $267K
Feb 10, 2025 Q4 2024
Compass Ion Advisors, LLC

BUY
 -
130
+ 4.22%
$13.6K - $15.3K
3.21K $312K
Jan 16, 2025 Q4 2024
Sugar Maple Asset Management, LLC

Sister Bay, WI
BUY
 -
119
New
$12.4K - $14K
119 $11.6K
Feb 13, 2025 Q4 2024
Campion Asset Management

BUY
 -
118
+ 1.1%
$12.3K - $13.9K
10.8K $1.05M
Jan 15, 2025 Q4 2024
Arkadios Wealth Advisors

BUY
 -
115
+ 2.65%
$12K - $13.6K
4.46K $434K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
115
New
$12K - $13.6K
115 $11.2K
Feb 10, 2025 Q4 2024
Curio Wealth, LLC

Annapolis, MD
BUY
 -
111
New
$11.6K - $13.1K
111 $10.8K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
110
New
$11.5K - $13K
110 $10.7K
Feb 10, 2025 Q4 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
109
+ 1.86%
$11.4K - $12.9K
5.97K $580K
Feb 12, 2025 Q4 2024
Cibc Private Wealth Group, LLC

BUY
 -
108
+ 0.89%
$11.3K - $12.7K
12.3K $1.2M
Jan 30, 2025 Q4 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
108
+ 0.77%
$11.3K - $12.7K
14.1K $1.37M
Jan 28, 2025 Q4 2024
Thompson Investment Management, Inc.

BUY
 -
106
+ 1.37%
$11.1K - $12.5K
7.82K $760K
Jan 17, 2025 Q4 2024
Westside Investment Management, Inc.

BUY
 -
103
+ 5.65%
$10.8K - $12.2K
1.93K $187K
Feb 11, 2025 Q4 2024
Old Point Trust & Financial Services N A

BUY
 -
100
New
$10.5K - $11.8K
100 $9.72K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
100
+ 9.29%
$10.5K - $11.8K
1.18K $114K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
95
+ 4.66%
$9.94K - $11.2K
2.14K $208K
Feb 18, 2025 Q4 2024
Stonebridge Financial Planning Group, LLC

BUY
 -
93
+ 2.78%
$9.73K - $11K
3.44K $334K
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
91
New
$9.52K - $10.7K
91 $8.84K
Jan 30, 2025 Q4 2024
Ltg Capital LLC

BUY
 -
88
+ 0.21%
$9.2K - $10.4K
41.2K $4M
Jan 15, 2025 Q4 2024
Perkins Coie Trust CO

BUY
 -
78
New
$8.16K - $9.21K
78 $7.58K
Jan 21, 2025 Q4 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
78
New
$8.16K - $9.21K
78 $7.58K
Jan 29, 2025 Q4 2024
Avion Wealth

The Woodlands, TX
BUY
 -
78
+ 2.9%
$8.16K - $9.21K
2.77K $269K
Jan 16, 2025 Q4 2024
Evanson Asset Management, LLC

BUY
 -
74
+ 0.1%
$7.74K - $8.74K
77.9K $7.57M
Jan 28, 2025 Q4 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
68
+ 0.63%
$7.11K - $8.03K
10.8K $1.05M
Feb 14, 2025 Q4 2024
Aptus Capital Advisors, LLC

BUY
 -
68
+ 8.56%
$7.11K - $8.03K
862 $83.8K
Jan 21, 2025 Q4 2024
Rodgers & Associates, LTD

BUY
 -
67
+ 0.13%
$7.01K - $7.91K
52.5K $5.1M
Jan 27, 2025 Q4 2024
Vestia Personal Wealth Advisors

Fort Wayne, IN
BUY
 -
65
+ 1.13%
$6.8K - $7.67K
5.81K $565K
Jan 31, 2025 Q4 2024
Destiny Capital Corp/Co

Golden, CO
BUY
 -
65
+ 2.36%
$6.8K - $7.67K
2.82K $274K
Jan 27, 2025 Q4 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
57
+ 2.77%
$5.96K - $6.73K
2.11K $205K
Jan 15, 2025 Q4 2024
Triangle Securities Wealth Management

BUY
 -
53
+ 0.25%
$5.54K - $6.26K
21.6K $2.1M
Jan 02, 2025 Q4 2024
Versant Capital Management, Inc

BUY
 -
53
+ 0.48%
$5.54K - $6.26K
11.1K $1.08M
Feb 14, 2025 Q4 2024
Accredited Wealth Management, LLC

Louisville, KY
BUY
 -
52
New
$5.44K - $6.14K
52 $5.05K
Feb 14, 2025 Q4 2024
Marquette Associates, Inc.

Chicago, IL
BUY
 -
47
+ 0.5%
$4.92K - $5.55K
9.51K $925K
Jan 16, 2025 Q4 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
43
+ 0.16%
$4.5K - $5.08K
26.8K $2.6M
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
BUY
 -
41
+ 0.39%
$4.29K - $4.84K
10.6K $1.03M
Feb 05, 2025 Q4 2024
Ifg Advisors, LLC

BUY
 -
38
+ 0.83%
$3.97K - $4.49K
4.64K $450K

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